Etana Finkler
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| 01/16/2007 10:34 PM |
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| I find it clumsy to navigate through the boards, specifically this contest is tedious; i wish it were all one thread.
thanks, Etana
keep up the good work; I support what you're doing totally. |
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James Hanrahan
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| 01/17/2007 8:41 AM |
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Not wanting to sound too ungrateful for all the fine work being done, I also find navigating through these forums frustrating and time consuming. When I select "active topics" why can't I see only those that I haven't read?. Also, I posted a question yesterday that Joe replied to immediately (thanks Joe---great service), however, I am trying to find that thread again, with great difficulty (to thank him). I wonder why this forum could not have been patterned upon the efficiences of other forums(that we are all familiar with-eg: the compuserve forum).
With respect for all your efforts
James
Can't even find the spell check here!!!! |
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Carol Clemens
Edmond, Oklahoma
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| 01/29/2007 11:37 AM |
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Joe--
I'm one of those having problems finding things on this site. Are the portfolios of the participants listed somewhere I can get to with minimal clicks? I'd like to follow the contest, and comments of the participants, but they seem to be hidden in multiple files. Is there a summary somewhere?
Carol Clemens
PS--As of this morning, out of the blue, I can access SC via my TK5 and internally once I am on the site. No idea what changed!
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Carol Clemens |
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Joe Craig
Ellicott City, MD
StockCentral Administrator
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| 01/29/2007 10:41 PM |
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| There is a summary now! I'll update it over the weekend or early next week, too after the final four picks have been revealed. |
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Joe |
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Lawrence Moreno
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| 01/30/2007 8:06 AM |
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| It seeems there are always discussions on whether Lowes or Home Depot is the better play in the Home Improvement field. Ellis and Ralph have backed LOW while Mark has taken up hte HD cause. Should be interesting to watch the battle within the battle. |
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Carol Clemens
Edmond, Oklahoma
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| 01/30/2007 11:31 AM |
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| Joe--
Many thanks for taking the time to set this up! I can follow-along much more easily now. It is triggering some very interesting discussion on diversification. Can't tell you how much I appreciate the great stream of interactive sharing, teaching and learning that is taking place here and on MI. Have trouble keeping up with it all!
Carol |
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Carol Clemens |
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Lawrence Moreno
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| 02/02/2007 7:59 AM |
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| I was curious as to the timeframe of a contest like this. Is there no definable end, just an ongoing management of a 5 stock portfolio with comaprative values amongst the participants? Or is there a measurable deadline, such as 1 year, where you look to valuate the portfolios and declare a winner? My questions are really geared toward asking the 5 participants a question, when picking this portfolio for the contest, did you strictly go by a long-term quality company rating, or did you tend to look at undervalued companies (which is not neccessarily mutually exclusive from the first category) expecting to see a good rise in value of the next 18-24 months? |
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Joe Craig
Ellicott City, MD
StockCentral Administrator
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| 02/02/2007 8:53 AM |
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We're really looking at this as a long-term "competition." The "prizes" will be bragging rights.
The plan is to provide updates quarterly, and to focus yearly on performance. As you know, the first couple of years of performance aren't necessarily meaningful because that time-frame isn't really long-term.
This is also an opportunity to watch and see how real people manage real portfolios.
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Joe |
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Danny Matthews
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| 02/02/2007 7:03 PM |
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Hi Lawerence, personally I picked my portfolio first by, did I already own it? Yes I do own all the stocks.
Do I plan to turn them in the next twelve months? Not if things stay status quo.
I do believe that they are strong contenders for growth in this economy, each is near or at the top of its respective industry, outside of LIFC which is a very small sales cap.
I didn't get to pick the entry price so the price that is stated is not necessarily the price I would pay for the holdings.
I hate selling stocks so I tend to stay with companies that have weathered previous economic storms. Plus I feel I am fairly diversified across the board with retail: COST, homebuilding/remodel retail: HD, biotech/medical: LIFC, financial: BAC, and services: PAYX. |
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Danny Matthews
Tuscola IL |
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ERIC RESWEBER
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| 02/03/2007 10:42 AM |
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I feel I am fairly diversified across the board with retail: COST, homebuilding/remodel retail: HD, biotech/medical: LIFC, financial: BAC, and services: PAYX.
Danny,
Did you sell XOM and buy HD? I must have missed that.
Eric |
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Danny Matthews
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| 02/03/2007 11:59 AM |
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That is why I never trust my memory,  thank you. I still hold XOM. I do own HD but not in the contest. So change that diversification to energy with XOM. thanks again Eric |
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Danny Matthews
Tuscola IL |
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ERIC RESWEBER
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| 02/03/2007 10:03 PM |
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That is why I never trust my memory,
Oh, I don't trust mine either unless I write it down. 
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Elizabeth Elie
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| 02/12/2007 3:31 PM |
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| What does R^2 numbers mean.????? Where do you get these numbers???? I am assuming that 1 being the best.???????? |
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Joe Craig
Ellicott City, MD
StockCentral Administrator
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| 02/13/2007 11:06 AM |
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R^2 is the "correlation coefficient" between the trend line and the data.
R^2 ranges from 0 (no correlation) to 1. (perfect correlation). So, yes, the closer that R^2 is to 1 the better.
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Joe |
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Antoinette Scott
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| 02/13/2007 7:11 PM |
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| How can I invest in stocks that I get hot tips on? |
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Joe Craig
Ellicott City, MD
StockCentral Administrator
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| 02/13/2007 7:40 PM |
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How can I invest in stocks that I get hot tips on?
Respectfully, I suggest that you should not do this!
Instead, hang around here, and learn to invest and quality growth companies. We don't give hot tips here. We analyze (sometimes too much), and carefully try to decide what make a good investment. We don't go after the stock du jour ... not at all!
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Joe |
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Judy Kolz
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| 09/11/2007 5:43 PM |
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| Where can we find these portfolios - and - the quarterly updates, and sell and buy transactions. With all due respect, I must say I have a terrible time finding my way around in this Forum - so - I usually avoid it. Is it possible to make it friendlier? I know there's good information here - I just can't find it. Thank you. |
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Kris Allen
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| 09/11/2007 8:06 PM |
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| I will say amen to that........ |
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Ellis Traub
Davie, Florida
www.financialiteracy.us
ICLUBcentral
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| 10/11/2007 5:05 PM |
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Joe:
I've been sadly neglectful of this set of stocks. Even after my unabashed confession at the beginning of my workshop on Portfolio Management. With so little time to go....
Please replace my holdings in Lennar (LEN) with 140 shares of Scansource (SCSC), and replace my holdings in Lowes (LOW) with 68 shares of Quality Systems (QWII). ...or
as close to those quantities as possible.
Thanks,
ET |
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Joe Craig
Ellicott City, MD
StockCentral Administrator
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| 10/12/2007 1:19 AM |
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Consider it done, with today's closing prices.
Could you please visit the forums for the four companies, and tell us why you are buying or selling them? |
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Joe |
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Joe Craig
Ellicott City, MD
StockCentral Administrator
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| 10/14/2007 5:15 PM |
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I recorded Ellis' transactions as:
Sell LEN 19.294544 shares @ $25.29 ($9.99 commission) for $447..97
Buy SCSC 15.368801 shares @ $30.45 ($9.99 commission) for $477.97
Sell LOW 32.296738 shares @ 28.96999 ($9.99 commission) for $925.65
Buy QSII 23.826698 shares @ $38.43 ($9.99 commission) for $925.65
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edited to correct a transcription error ...
editied again on 10/20 (This time with cut-n-paste because I can't read!) |
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Joe |
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Jim Thomas
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| 10/19/2007 8:59 PM |
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That still doesn' t look right. I show Ellis buying 15.368801 shares of SCSC and 23.826698 shares of QSII. |
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Joe Craig
Ellicott City, MD
StockCentral Administrator
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| 10/20/2007 11:46 AM |
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Yes, I had a missing "2" in the number of QSII shares. and a wrong total price for SCSC. Thanks for pointing out the errors. |
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Joe |
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PAM GARRITY
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| 11/21/2007 3:16 AM |
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I can't find anything on this site that I want, such as the 25 top stocks. And various other articles I paid $299. for a year and am getting nothing. Help!
Pam
pgarrity1@msn.com
or
805-698-8888 |
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Joe Craig
Ellicott City, MD
StockCentral Administrator
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| 11/21/2007 9:51 AM |
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Hello, Pam!
I'm sorry that you are having trouble. I'll do my best to help you.
Since you posted this message in the forum for the "25 Stocks to Own in 2007 and Beyond" you can certainly read the messages here. The message thread titled "25 Top Stock Picks for 2007 and Beyond: Third Quarter Update" includes a summary of the third quarter results for the five portfolios picked by our 5 contestants. Mind you, this is not a "top 25" list of stocks, but 5 people are each managing a portfolio of 5 stocks.
I am a bit confused, though. This site does not cost $299/year. It actually costs $39.99 per year. For what did you pay the $299?
This site is operated by ICLUBcentral, a company has offers many products and services. But, they don't charge that much for a single product, either. One of their products is the The Complete Roster of Quality Companies, a monthly stock screen designed by Ellis Traub. It is available to anyone who has an active maintenance agreement for any of ICLUBcentral's products. That costs $33/year.
So ... if you can let me know what else you are looking for here, I'll be more than happy to help you find it! |
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Joe |
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